BGRN — ISHARES TR

Ownership history in Focus Partners Wealth  ·  2 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in ISHARES TR (BGRN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,238 — 0% 0.00% $204K $47.12
2025 Q2 INITIATED 4,238 — — 0.00% $202K $46.18
% of Fund (quarterly)    BGRN price (monthly, adj. close)

Other funds also holding BGRN

As of 2025 Q4 — sorted by position size

Francis Financial, Inc. 3Y 7Y 2.38% Laurel Wealth Planning LLC 3Y 1.85% SEEDS INVESTOR LLC 1.19% Invera Wealth Advisors, LLC 0.72% Shotwell Rutter Baer Inc 0.48% Midwest Financial Partners Investments, Inc. 0.47% Equita Financial Network, Inc. 0.34% Private Wealth Management Group, LLC 0.34% Omega Financial Group, LLC 3Y 7Y 0.29% Values Added Financial LLC 0.27%
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